Latest News & Analysis

funds
Listed Investment Companies monthly performance: September 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Listed Investment Companies monthly performance: September 2025
Listed Investment Companies monthly performance: September 2025
markets
Investors should know about this market crash

Investors should know about this market crash

New investors might not be familiar with the lore. Here’s a deep dive into the lessons we can learn.
personal-finance
Young & Invested: Why ETFs might be setting you up to fail

Young & Invested: Why ETFs might be setting you up to fail

Do high market valuations signal it’s time to change strategy?
stocks
Solid start to fiscal 2026 for BHP

Solid start to fiscal 2026 for BHP

Production guidance is maintained by management.
personal-finance
Will young Australians be better off than their parents?

Will young Australians be better off than their parents?

For much of Australia’s history, each new generation has been better off than the last: better jobs and incomes as well as improved living standards. A new report assesses whether this time may be different.
stocks
Coca-Cola earnings: Innovation and brand strength underpin growth

Coca-Cola earnings: Innovation and brand strength underpin growth

We plan to raise our fair value estimate of Coca-Cola stock.
stocks
Going into earnings, is Netflix stock a buy, a sell, or fairly valued?

Going into earnings, is Netflix stock a buy, a sell, or fairly valued?

Watching sales growth and the potential for margin expansion, here’s what we think of Netflix stock.
markets
How Morningstar forecasts 10 years of market returns

How Morningstar forecasts 10 years of market returns

In this episode, Mark and Shani speak with Bianca Rose about how capital market assumptions are built and why they matter for investors planning their financial goals.
stocks
Bapcor is paying for the sins of its past

Bapcor is paying for the sins of its past

Shares plunged over 17% after reporting disappointing results.
markets
Markets brief: As tech stocks continue to climb, is the end of the AI boom in sight?

Markets brief: As tech stocks continue to climb, is the end of the AI boom in sight?

Plus: As we wait for results from Tesla and Netflix, European banks are left out in the cold.
personal-finance
Future Focus: Most surprising tax rules in 2025-2026

Future Focus: Most surprising tax rules in 2025-2026

Mr. Taxman, Adrian Raftery, listed 101 tax rules – these are the ones that jumped out at me.
investing
Podcast: Investing Compass

Podcast: Investing Compass

Morningstar Australia's podcast series.
retirement
Experts on Jim Chalmers’ super tax backdown

Experts on Jim Chalmers’ super tax backdown

Experts weigh in on the changes to Division 296.
personal-finance
Should I have insurance in super?

Should I have insurance in super?

Insurance is a necessary evil of a holistic financial plan. I go through the best ways to protect yourself.
markets
What to do during the latest market rebound

What to do during the latest market rebound

Investors can take advantage of upswings by creating a market volatility plan.
stocks
Overvalued ASX share as market underestimates downside risks

Overvalued ASX share as market underestimates downside risks

Growth outlook solid, but upside more than priced in.
of 631
Viewing 1 to 16 of 10085